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Formulate Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Formulate Financial’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.8M Sell
23,931
-1,590
-6% -$1.11M 17.44% 1
2026
Q2 		$17.5M Buy
25,521
+223
+0.9% +$149K 18.45% 1
2026
Q1 		$15.1M Buy
25,298
+252
+1% +$158K 18.67% 1
2025
Q4 		$15.7M Buy
25,046
+498
+2% +$309K 18.41% 1
2025
Q3 		$15M Buy
+24,548
New +$14.5M 18.64% 1

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Formulate Financial's VOO Position: Q3 2026 in Review

Formulate Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q3 2026, selling an estimated $1.11M and leaving 23,931 shares worth $16.8M. The position accounts for 17.44% of the portfolio, ranked #1.

Formulate Financial first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.5M in Q2 2026. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Formulate Financial held 23,931 shares of Vanguard S&P 500 ETF worth $16.8M as of Q3 2026.
  • Formulate Financial sold 1,590 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.11M.
  • Vanguard S&P 500 ETF made up 17.44% of Formulate Financial's portfolio in Q3 2026, its #1 holding.
  • Formulate Financial first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • Formulate Financial's Vanguard S&P 500 ETF position peaked at $17.5M in Q2 2026.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.